Yarger Wealth Strategies’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $461K | Buy |
|